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Vanguard Dividend Appreciation ETF

2,286 hedge funds and large institutions have $39.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 937 increasing their positions, 864 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

401% more call options, than puts

Call options by funds: $126M | Put options by funds: $25.1M

18% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 101

8% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 864

0.08% less ownership

Funds ownership: 45.98%45.9% (-0.08%)

1% less funds holding

Funds holding: 2,3172,286 (-31)

6% less funds holding in top 10

Funds holding in top 10: 278262 (-16)

17% less capital invested

Capital invested by funds: $47.9B → $39.6B (-$8.32B)

Holders
2,286
Holders Change
-31
Holders Change %
-1.34%
% of All Funds
30.65%
Holding in Top 10
262
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.76%
% of All Funds
3.51%
New
119
Increased
937
Reduced
864
Closed
101
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1326
Neuberger Berman Group
New York
$795K -$85.5K -430 -9%
WCWM
1327
Willow Creek Wealth Management
California
$794K +$8.15K +41 +1%
TC
1328
Trust Company
Kansas
$794K -$29.8K -150 -4%
SIAP
1329
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$793K +$813K +4,090 New
ACP
1330
Arcus Capital Partners
Georgia
$793K +$34.8K +175 +4%
AWAG
1331
ARS Wealth Advisors Group
Florida
$791K +$251K +1,262 +45%
PMG
1332
Private Management Group
California
$790K -$24.3K -122 -3%
HH
1333
Hilltop Holdings
Texas
$788K +$171K +860 +27%
SCM
1334
Saxony Capital Management
Missouri
$787K +$123K +621 +18%
AF
1335
Aviso Financial
Ontario, Canada
$787K +$207K +1,040 +34%
SA
1336
Sovran Advisors
California
$786K +$34.8K +175 +4%
AHC
1337
Anderson Hoagland & Co
Missouri
$781K -$1.39K -7 -0.2%
LCM
1338
LVM Capital Management
Michigan
$781K
BPWM
1339
Badgley Phelps Wealth Managers
Washington
$775K +$297K +1,496 +60%
CPSAC
1340
Chas P. Smith & Associates (CPS)
Florida
$774K -$2.78K -14 -0.3%
PAWA
1341
Palo Alto Wealth Advisors
California
$774K +$2.58K +13 +0.3%
CWD
1342
Clarity Wealth Development
Oregon
$774K -$30.2K -152 -4%
WTFG
1343
Wood Tarver Financial Group
Idaho
$773K -$1.99K -10 -0.3%
WCP
1344
Wick Capital Partners
Pennsylvania
$773K +$125K +628 +19%
PMSA
1345
Patrick M. Sweeney & Associates
Illinois
$772K +$28.8K +145 +4%
AWP
1346
Ascent Wealth Partners
New York
$770K -$11.9K -60 -1%
RMC
1347
Ring Mountain Capital
California
$768K +$13.5K +68 +2%
BWA
1348
Bordeaux Wealth Advisors
California
$768K +$3.38K +17 +0.4%
BTW
1349
Boston Trust Walden
Massachusetts
$767K
SP
1350
Sequent Planning
Nebraska
$766K -$5.96K -30 -0.8%

VIG Hedge Fund Activity: Q1 2025 in Review

2,286 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2025, worth a combined $39.6B — down 17% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VIG positions and 101 closed out — a net gain of 18 holders — while 937 added to existing stakes and 864 trimmed.

The largest buyer was Prudential Financial, adding an estimated $473M. The largest seller was Bank of America, cutting an estimated $570M.

  • 2,286 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2025, down from 2,317 in Q4 2024.
  • Funds reported $39.6B of Vanguard Dividend Appreciation ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 119 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2025 and 101 closed out, a net change of +18 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2025 was Prudential Financial, an estimated $473M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2025 was Bank of America, an estimated $570M sold.

Based on aggregated 13F filings for Q1 2025.